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Resurgent Financial Advisors’s DuPont de Nemours DD Stock Holding History

Resurgent Financial Advisors’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-380
Closed -$36.7K – 258
2023
Q4 		$36.7K Sell
380
-94
-20% -$8.55K 0.02% 390
2023
Q3 		$44.4K Sell
474
-148
-24% -$13.9K 0.03% 342
2023
Q2 		$55.8K Sell
622
-26
-4% -$2.24K 0.04% 319
2023
Q1 		$58.3K Sell
648
-44
-6% -$4.01K 0.04% 309
2022
Q4 		$59.6K Buy
+692
New +$55.3K 0.03% 395

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Resurgent Financial Advisors's DD Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of DuPont de Nemours (DD) in Q1 2024, closing a stake of 380 shares — an estimated $36.7K sold.

Resurgent Financial Advisors first reported a position in DD in Q4 2022 and held it in 5 quarters. The position peaked at $59.6K in Q4 2022. 1,332 funds tracked by Wall St. Rank hold DD as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining DuPont de Nemours position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 380 DuPont de Nemours shares in Q1 2024, an estimated $36.7K.
  • Resurgent Financial Advisors first reported a position in DuPont de Nemours in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's DuPont de Nemours position peaked at $59.6K in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.